Analysis of the client's financial needs: studies of the children, acquiring a second residence, maintaining purchasing power when retiring, providing inheritance, capital to invest in business, obtaining income...
Set the appropriate financial objectives to your goals to calculate the necessary long-term average return.
Evaluate your ability to bear risk.
We make your financial plan. We validate the coherence of financial objectives with risk tolerance.
Build an asset allocation consistent with the client's plan and goals to achieve financial objectives.
Define the maximums and minimums of the investing asset classes according to the criteria of opportunity or risk based on the timing and evolution of the economy and financial markets.
Create the initial investment portfolio or adjust the existing one with recommendations of financial assets that are suitable for the objectives, knowledge and acceptable risks.
Establish appropriate metrics for risk control and maintain the evolution of the client's portfolio within the expected long-term return boundaries.